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Seminars

Fundamentals of Bank Valuation

Date:
October 24-25
Location:
New York, New York
Venue:
Convene

  • Fundamentals of Bank Valuation is an intensive, in-depth program that uses lectures, case studies and hands-on modeling to teach the intricacies of valuing depository institutions.
  • Addressing both the science and the 'art' of valuation in this complex sector, Bank Valuation provides participants with the foundation of how banks and thrifts make money, how to forecast operating results and how to assess an institution's worth based on market norms.
  • Topics include:
    • Navigating bank financial statements, identifying key operating levers and evaluating earnings quality
    • The fundamental ratios necessary to successfully analyze banks and forecast future earnings
    • Modeling and valuing banks using an excess equity-based discounted cash flow model
    • Capacity-to-pay/earnings dilution analysis
    • Dissecting and interpreting a fairness opinion
    • Best practices for the effective use of peer comparables, transaction premium and discounted cash flow valuation approaches.
  • In addition, coursework includes Excel-based modeling in a case study environment. Participants will receive pre-reading via email prior to the program.
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Instructor:

S&P Global Contributor
Jon developed his expertise in the field of bank valuation during his 8 year tenure in the Investment Banking division of Lehman Brothers where he served as a Senior Vice President in its Financial Institutions Group. He has extensive expertise in M&A as well as debt and equity financing. Full Bio

Agenda – For information only. Subject to change.

Instructor:

Registration Fees

    • Registration Fee
    • Early Bird RateExpires 12:00AM EDT, September 8
    • Client
    • $1,995 / delegate
    • $1,695 / delegate
    • Non-Client
    • $2,295 / delegate
    • $1,995 / delegate

For Clients: Current clients include any firm that currently subscribes to products/services offered by S&P Global Market Intelligence, excluding other conferences and training classes.

Venue

Convene

  • 101 Park Avenue (at 41st street)

    New York, NY 10178

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* Platts attempts to secure as many speaker presentations as possible, however some speakers choose not to share their materials. Therefore some presentations may not become available. Additionally speaker presentations for this event are only available for download from the networking mobile app and web link

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    Phone:+1 434-951-7786

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